Ph3Overview /h3pA dynamic and leading independent investment firm is looking for a full-time, permanent position within the Portfolio Management team. /ph3Our ideal candidate /h3ulliBachelor or equivalent and strong interest for markets /lili2-5 years of experience in portfolio management, investment advisory or middle office gained in a bank, insurance company, asset manager or hedge fund /liliSell-side or buy-side experience, with competence in investment management or investment consulting /liliExperience in trading options would be a plus /liliBackground in equity and/or fixed-income securities with an interest to learn /liliAble to work independently by taking initiative and also being a fair team player /liliEnjoy working in a small and demanding environment /liliStrong organization skills, multi-tasking capacity, and ability to work under pressure /liliHighly reliable and accurate with an eye for detail /liliDynamic and flexible personality /liliExcellent presentation skills /liliAbility to generate multi-asset class investment ideas /liliFluent in German and English. Any other language will be valued /liliHigh level of confidentiality /liliGood command of usual MS Office applications /liliCommand of Bloomberg tools /liliResident in the Zurich area. Candidates living abroad will not be considered /li /ulh3Job description /h3ulliWork with other Senior Portfolio Managers as a team /liliActive implementation and monitoring of client portfolios /liliImplement trades based on the in-house asset allocation views, execute buy and sell orders for securities and other financial instruments /liliContribute to the quarterly investment committee and investment letter /liliAnalyze client portfolios to ensure they align with investment objectives, risk tolerance, and asset allocation strategies /liliRespond to specific client demands and investment proposals /liliVerify the execution terms of our clients’ portfolios /liliParticipate in client meetings and presentations, assisting in the development of investment strategies tailored to individual client needs /liliPrepare bespoke documents for clients (including market and performance attribution analysis) /liliContribute to equity research and production of trading ideas /liliContribute to Chief Compliance Officer duties related to portfolio management /li /ulh3We offer /h3ulliA young, dynamic and diversified team of 40 employees between Bäch/Wollerau, Zurich, Geneva, and Lugano /liliTo be part of a growing successful company /liliDiversified tasks /liliMultinational working environment /liliWork place Bäch/Wollerau, SZ /li /ulh3Start date /h3ulliAs soon as possible /li /ulpYour application will be treated with confidentiality /p /p #J-18808-Ljbffr